Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
2yrs
John Croy
Financial advisor at Wealth Enhancement Advisory Services
John Croy has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Houston, Texas. After less than a year at The Financial Advisory Group, John joined Wealth Enhancement Advisory Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5599 San Felipe Suite 900, Houston, TX 77056
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- May 2024 – Jun 2024The Financial Advisory Group, LLCPreviously
Contact John
Local office(713) 627-7660Ask for John. (763) 417-1700Main office · Plymouth, MN 5599 San Felipe Suite 900Houston, TX 77056Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (713) 627-7660 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for John Croy.
How long has John been a financial advisor?
John has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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